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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-14 |
Branch Locations
4372 N. Loop 1604W, Suite 116, San Antonio, TX 78249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant | San Antonio | TX | 08/2020 | 09/2021 |
| Carmax | San Antonio | TX | 01/2019 | 08/2020 |
| Carmax | San Antonio | TX | 10/2017 | 01/2019 |
| Wayland Baptist University | Plainview | TX | 05/2015 | 05/2017 |
| Univeristy Of Texas At San Antonio | San Antonio | TX | 05/2017 | 05/2020 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2021 | Present |
| Lifetime Fitness | San Antonio | TX | 05/2017 | 10/2017 |
Trevor Mansour; not investment related; private residence; Photo Editing; Start date: 8/1/23; 60 hours per month, 0 during trading; Editing photos/videos of outdoors/hiking
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
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